Civic Intelligence

Local Union 2158 Health and Welfare Fund

EIN 36-3216403 • 501(c)9 • Bettendorf, IA

View Organization Page

Profile

Provide health and welfare benefits

2707 62nd Street CourtBettendorf, IA 52722

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

669%

Higher net margin than 100% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$193,874

Higher top officer pay than 85% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-100%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,959,256 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $2,959,256 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$125,464

Down $485,744 (-135%) from 2021

Expenses

Up

$714,114

Up $458,840 (+180%) from 2021

Net Income

Down

-$839,578

Down $944,584 (-900%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2020: $2,799,818Liabilities 2020: -$485Net Assets 2020: $2,800,3032020Assets 2021: $2,959,256Liabilities 2021: $0Net Assets 2021: $2,959,2562021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2020: $358,518Expenses 2020: $175,129Net Income 2020: $183,3892020Revenue 2021: $360,280Expenses 2021: $255,274Net Income 2021: $105,0062021Revenue 2022: -$125,464Expenses 2022: $714,114Net Income 2022: -$839,5782022

Highlighted filing

2022

Revenue-$125,464
Expenses$714,114
Net Income-$839,578
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$125,464
Expenses
$714,114
Net income
-$839,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$0.71$0.84
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.36$0.26$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.36$0.18$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 25, 2023
Return Version
2022v5.0
Gross Receipts
$2,194,282
Mission and Program Overview

Mission

Provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,959,256$0▼ $2,959,256
Investments in Publicly Traded Securities$2,071,245$0▼ $2,071,245
Savings and Temporary Cash Investments$888,011$0▼ $888,011
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,959,256$0▼ $2,959,256
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,959,256$0▼ $2,959,256
Total Liabilities and Net Assets / Fund Balance$2,959,256$0▼ $2,959,256
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Paul ElgatianChairman
Derek McclainTrustee
Steve BarkTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$184,007
Investment Income
$-314,440
Other Revenue
$4,969
Change in Net Assets
$-839,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$-140,602
Revenue Not Reported on Financial Statements
$15,138
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$-140,602
Total Revenue per Form 990
$-125,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,216
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$546,898
Fees for Services Accounting---$68,354
Fees for Services Management---$35,023
Fees for Services Legal---$20,659
Insurance---$16,467
Fees for Service Investment Mgmnt Fees---$15,138
Office Expenses---$4,539
Information Technology---$2,565
Other Expenses---$2,398
Occupancy---$1,800
Conferences and Meetings---$273
Total Functional Expenses$0$0$0$714,114

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$714,114
Expenses per Audited Statements$698,976
Total Expenses per Audited Statements$698,976
Expenses Not Reported on Financial Statements$15,138
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committees exist with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The 2022 form 990 was provided to all members of the board and the related local union officer manager for review and approval prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The health and welfare fund makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Local Union 2158 Health and Welfare Fund
EIN
36-3216403
Phone
5633322158
Address
2707 62ND STREET COURT, BETTENDORF, IA 52722

Signing Officer

Name
Paul Elgatian
Title
Chairman
Phone
5633322158
Signed
2023-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Elgatian
Formed
1982
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
1
Employees
17
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Brandon Wolber
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Effective december 31, 2022 pursuant to a transfer agreement with heartland healthcare, local union 2158 health and welfare fund, a portion of net assets allocated to certain participants were transferred to heartland healthcare fund (ein 02-0656066).”

FORM 990, PART XI, LINE 9:

“Transfer to heartland healthcare -2,119,678.”

Form 990, Part XII, Line 2C

“In conjunction with the termination of the fund, and as required by the trust's governing documents, the board elected to have an audit of the trust performed for the year ending december 31, 2022. The board of trustees assumes responsibility for overisght of the annual audit and selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The trust was required to evaluate its tax positions and disclose the amount of a tax liability if the trust had taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The trust was subject to routine audits by taxing jurisdictions; however, there were currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 604 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt03001 METRO DRIVE STE 500
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt13001 METRO DRIVE STE 500
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BLOOMINGTON
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1BLOOMINGTON
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd055425
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd155425
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE DECEMBER 31, 2022 PURSUANT TO A TRANSFER AGREEMENT WITH HEARTLAND HEALTHCARE, LOCAL UNION 2158 HEALTH AND WELFARE FUND, A PORTION OF NET ASSETS ALLOCATED TO CERTAIN PARTICIPANTS WERE TRANSFERRED TO HEARTLAND HEALTHCARE FUND (EIN 02-0656066).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 2022 FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD AND THE RELATED LOCAL UNION OFFICER MANAGER FOR REVIEW AND APPROVAL PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER TO HEARTLAND HEALTHCARE -2,119,678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN CONJUNCTION WITH THE TERMINATION OF THE FUND, AND AS REQUIRED BY THE TRUST'S GOVERNING DOCUMENTS, THE BOARD ELECTED TO HAVE AN AUDIT OF THE TRUST PERFORMED FOR THE YEAR ENDING DECEMBER 31, 2022. THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERISGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
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